Client Management

See how you can improve your business by managing all your customers in one place.

All contacts in one place

No matter where your clients come from, it’s handy to keep all their details in one simple location and manage them within seconds.

Archdesk allows you to edit your customer information from one place without having to make the same changes in different folders within the software.

Archdesk ERP screenshot - Projects clients
Archdesk ERP screenshot - contacts details

Leads customisation

Let your sales and marketing team manage your potential clients by adding custom fields that suit your current requirements.

Import or manually create a list of potentials, set your own criteria for qualifying leads, and convert them with a click of a button into opportunity, contact, or account.

Access control

This feature allows you to control what group of users has access to specific client’s data.

When creating a new customer profile, you can now additionally select what department or what level of management can see and manage information, files and notes related to your new customer.

Archdesk ERP screenshot - Client access control

Boost your company with Archdesk™ ERP today

Easy on-boarding, transparent pricing, monthly subscription.

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